We learned about North American’s complimentary business valuation platform and how, together with their Advanced Markets department, we can help position an Advisor for success in the business owner market and grow their overall practice.

Jason Jafferis, MBA, Regional Vice President for Prudential, joined us to teach us how simple, value-added steps can open doors for business owner planning. Annual reviews can also set up opportunities to enhance your client’s planning and potentially uncover [...]